by Susan Grissom | Jul 30, 2024 | Estate Planning
A well-crafted Will forms the foundation of a secure estate plan. It clearly outlines your wishes for asset distribution after your passing. When planning your estate, it’s essential to ensure all your assets, including those in foreign countries, are properly...
by Susan Grissom | Jul 23, 2024 | Estate Planning, Special Needs Trust
A special needs trust (SNT) is a powerful legal tool designed to benefit individuals with disabilities by preserving their eligibility for government assistance programs like Medicaid and SSI while ensuring they have access to additional resources. But can you create...
by Susan Grissom | Jul 16, 2024 | Estate Planning, Probate
When a loved one passes away, managing their financial affairs, including accessing their pension benefits, can be a complex and sensitive task. One common question is whether a beneficiary can change a deceased person’s information without going through probate to...
by Susan Grissom | Jul 9, 2024 | Estate Planning
When it comes to estate planning, it can get confusing, especially when it comes to who inherits what and the distribution of the assets. Two common methods for distributing assets to beneficiaries are per capita and per stirpes. Each method has its own meanings and...
by Susan Grissom | Jul 2, 2024 | Estate Planning, Wills & Trust
Estate planning is an essential process for couples at any stage of their relationship. Whether you are newlyweds, have been married for decades, or are in a long-term partnership, estate planning is an important step in ensuring your love story has a secure and...
by Susan Grissom | Jun 25, 2024 | Estate Planning, Wills & Trust
Few things are more important than ensuring your loved ones inherit the financial security you’ve worked hard to establish. However, unexpected events like lawsuits, medical bills, or business debts can threaten the assets you wish to leave to your loved ones....
